BFA

Benedict Financial Advisors Portfolio holdings

AUM $441M
1-Year Est. Return 15.61%
This Quarter Est. Return
1 Year Est. Return
+15.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$423M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$1.32M
2 +$1.04M
3 +$476K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$467K
5
FANG icon
Diamondback Energy
FANG
+$410K

Top Sells

1 +$1.42M
2 +$957K
3 +$812K
4
HRL icon
Hormel Foods
HRL
+$784K
5
MCD icon
McDonald's
MCD
+$481K

Sector Composition

1 Consumer Staples 18.83%
2 Technology 18.32%
3 Healthcare 16.2%
4 Financials 13.16%
5 Industrials 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,096
127
-3,692
128
-21,903